$92.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
28 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- PrimeValue +more
- Established Date
- 04-23-1998
- Office Locations
- 1
Office Locations
-- Wells ME
About Bogue Asset Management LLC
Bogue Asset Management LLC is a fee-only investment advisory led by principal Jeff Bogue, providing financial planning and goal-based portfolio management for professionals, small business owners, and people approaching or in retirement nationwide. The firm focuses on disciplined, cost-effective implementation and commonly uses mutual funds and ETFs, with an advice-first approach not tied to product sales.
Team overview
57 AVG AGE
$92.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Legacy value Eagle Signal Peak vector Glacier
Client Personas
Vertex
CRM
Quantum vector
Custodian
Focus Momentum signal
Investment Themes
Element Frontier
Investment Vehicles
Ember horizon
Platform
Timber Capital vertex
Services
Prime vector Atlas Meridian Summit value Element Momentum eagle Crest frontier Meridian
Technology
Unison Ridge Bridge
Owner & Executives
JEFFREY NEWHALL BOGUE
Manager, Principal
- CRD
- #2768113
- Ownership
- 75% or more
(577) 467-6274
eagle.unison@radialcapital.com
in linkedin.com/in/wave-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $92,677,576 | -- |
| Total | $92,677,576 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,677,576
Public Funds:
19.5% Equity - Exchange:
29.5% Cash:
51.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $148,847,020 | 19.5% |
| Equity - Exchange | $225,178,826 | 29.5% |
| Cash | $389,292,207 | 51.0% |
| Total | $763,318,053 | 100.0% |